SEIWA HOLDINGS (523A) Q4 2026 earnings summary

Executive summary

• Operates a business succession platform for manufacturing SMEs, acquiring companies lacking successors and driving value creation through integration and operational support.

• Revenue increased 3.1% year-over-year to ¥8,011 million, with operating profit up 114.6% to ¥1,502 million and net profit attributable to owners up 229.8% to ¥1,080 million.

• Growth driven by automation investments, pricing strategies, robust M&A activity, and strong investment capacity following IPO proceeds.

• Maintains a robust M&A pipeline, with 18 acquisitions completed to date.

• Cash and equivalents rose to ¥6,170 million, mainly from a public offering at listing.

Financial highlights

• FY2026 revenue rose to ¥8,011M, up 3.1% year-over-year; adjusted operating profit increased 115.1% to ¥1,741M.

• Adjusted EBITDA grew 91.5% to ¥2,055M; profit for the year surged 229.8% to ¥1,080M.

• All key metrics exceeded budget, driven by strong semiconductor demand and solid automotive/marine markets.

• Basic EPS was ¥68.43, up from ¥23.34 the previous year.

• Total assets increased to ¥14,719 million from ¥11,274 million.

Outlook and guidance

• FY2027 forecast projects revenue of ¥9,800M (+22.3% YoY), adjusted operating profit of ¥1,800M (+25.8%), and adjusted EBITDA of ¥2,100M (+20.4%).

• Adjusted profit for the year expected to reach ¥1,221M (+26.1% YoY), excluding undisclosed M&A.

• Guidance excludes impact from yet-to-be-determined M&A; growth strategy focuses on M&A-driven expansion and platform-based organic growth.